Bill Kennedy IG Wealth Management

Bill Kennedy IG Wealth Management Helping Business Owners, Professionals and Families create and maintain plan that allows them to understand and stay focused on their Financial Goals.

Bill Kennedy QAFP, RRC IG Wealth Management Inc.

Canada’s financial landscape is evolving, and so are Canadians’ priorities when it comes to their legacy. IG Wealth Mana...
05/21/2026

Canada’s financial landscape is evolving, and so are Canadians’ priorities when it comes to their legacy. IG Wealth Management’s latest estate planning study reveals a clear gap between intention and action: 84% of Canadians say having an estate plan is important, yet fewer than half have one in place.

Even among those who do, important conversations are being missed. While 68% believe charitable giving should be included in an estate plan, only 40% have discussed how to incorporate it.

At IG, we’re focused on helping close these gaps by giving Canadians the guidance and strategies they need to protect their legacy, support the causes they care about and make their wishes clear.

Learn more: https://ow.ly/SZ8O30sVWm8

05/21/2026

We’re celebrating 100 years of IG Wealth Management through inspiring conversations featuring Canadian innovators, creators and leaders. From brain health to entrepreneurship, cultural storytelling to meaningful legacy planning, each session reflects the values that have shaped IG for a century.

Learn more and register: https://ow.ly/NMb130sVWm2

05/18/2026

We’re celebrating 100 years of IG Wealth Management through inspiring conversations featuring Canadian innovators, creators and leaders. From brain health to entrepreneurship, cultural storytelling to meaningful legacy planning, each session reflects the values that have shaped IG for a century.

Learn more and register: https://ow.ly/HqgH30sVRwu

In this special edition podcast, Aurèle Courcelles and guests explore what it really means to have a sound estate plan a...
05/13/2026

In this special edition podcast, Aurèle Courcelles and guests explore what it really means to have a sound estate plan and why the executor you choose may be the most important decision in the entire process. Listen now: https://ow.ly/kIYL30sVKwC

Subscribe, rate and review now.

05/13/2026

Our IG 100th anniversary event series begins May 21 at 1:00 p.m. ET. Join Dr. Zahinoor Ismail, one of Canada's leading dementia specialists, for breakthrough insights on brain health, prevention and early detection. Hosted by IG's Alana Riley with geriatric specialist Brad Lohman. Register now: https://ow.ly/IuHi30sVKwv

Your renewal is the perfect time to reassess your coverage—and your costs. Whether it’s life, critical illness or disabi...
05/08/2026

Your renewal is the perfect time to reassess your coverage—and your costs. Whether it’s life, critical illness or disability insurance, we can help you explore smarter options that better fit your needs and may even save you money. Contact us today to see how we can help.

Keeping your will and estate plan updated through major life events is vital for protecting your wealth. Hear from Dan M...
05/06/2026

Keeping your will and estate plan updated through major life events is vital for protecting your wealth. Hear from Dan McPherson, Director of Private Wealth Experience at IG, and Alex Gauthier, Co founder of ClearEstate, along with other experts, to learn how to stay prepared. Watch now: https://ow.ly/iurH30sVzLv

05/06/2026

To celebrate IG Wealth Management’s 100th anniversary, we’re launching a special four part virtual event series featuring some of Canada’s most inspiring leaders in health, business, culture and philanthropy. Join us for conversations that honour our legacy and look ahead to the next 100 years. Register for the full series or individual events: https://ow.ly/qzCy30sVzLp

Many life insurance policies offer flexibility and options to support you during your lifetime, not just after. For exam...
05/05/2026

Many life insurance policies offer flexibility and options to support you during your lifetime, not just after. For example, you can access cash value to supplement retirement income, fund major expenses or handle unexpected emergencies. Contact me to see how life insurance can enhance your financial plan, today and tomorrow.

05/04/2026

Fraud costs Canadians over $700 million annually. IG Wealth Management’s Shane Curtis, AVP Risk Management, and H**p Lamba, SVP Financial Services, will discuss the latest scam trends, how to recognize red flags and what steps to take to protect yourself and your family.

This session will explore:
• The latest scam trends affecting Canadians.
• Key red flags to watch for.
• What to do if something seems suspicious.
• How IG Wealth Management helps protect clients.

Save your spot now: https://ow.ly/Nv6U30sVvEc

Estate planning isn’t just writing a will. Learn how it can protect your wealth throughout life’s biggest changes. Join ...
05/01/2026

Estate planning isn’t just writing a will. Learn how it can protect your wealth throughout life’s biggest changes. Join Dan McPherson, Director of Private Wealth Experience at IG, Alex Gauthier, Co founder of ClearEstate, and Sara Hillier, Head of Estate Planning at ClearEstate, alongside other wealth and legacy planning experts, to learn more. Register now: https://ow.ly/cHyB30sVsoC

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Salmon Arm, BC
V1E4R3

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